Difference between revisions of "Pool Maintenance"

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(Created page with "=='''Overview of IL830MAIN'''== Category:Investment Pools")
 
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=='''Overview of IL830MAIN'''==
 
=='''Overview of IL830MAIN'''==
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In order for your organization to be able to link a group of investments and loans to affect loan interest rates accordingly, you must first establish a new investment pool. Note that the investment pool will indicate the linked investments and loans known currently, but additions or deletions can always be made later.
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Suppose, for example, that a certain church has a group of investments it wants to pool in support of a facilities-improvement loan. However, since the project is not scheduled to begin for six months, the church isn’t ready to apply for the loan yet. Your organization can add the loan information and/or additional investments to the pool as this becomes appropriate.
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=='''Adding a New Pool'''==
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* From the DDI Connect main menu, double-click Financial Services
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* Double-click Pools
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* Double-click Pool Maintenance. You will see this screen:
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[[File:Pool Maintenance 1.png]]
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Click the Add button on the toolbar. The screen now enables the fields to begin adding the pool:
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[[File:Pool Maintenance 2.png]]
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The following fields are available on this screen:
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=='''Editing an Existing Pool'''==
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Revision as of 12:07, 6 September 2012

Overview of IL830MAIN

In order for your organization to be able to link a group of investments and loans to affect loan interest rates accordingly, you must first establish a new investment pool. Note that the investment pool will indicate the linked investments and loans known currently, but additions or deletions can always be made later.


Suppose, for example, that a certain church has a group of investments it wants to pool in support of a facilities-improvement loan. However, since the project is not scheduled to begin for six months, the church isn’t ready to apply for the loan yet. Your organization can add the loan information and/or additional investments to the pool as this becomes appropriate.


Adding a New Pool

  • From the DDI Connect main menu, double-click Financial Services
  • Double-click Pools
  • Double-click Pool Maintenance. You will see this screen:


Pool Maintenance 1.png


Click the Add button on the toolbar. The screen now enables the fields to begin adding the pool:


Pool Maintenance 2.png


The following fields are available on this screen:





Editing an Existing Pool

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